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The 2023 West Coast Family Office Conference

08:00 – 09:00 AMNetworking Breakfast
09:00 – 09:10 AMOpening Remarks
Denny Chared, Founder & CEO, DC Finance
Joey Behrstock, Senior Vice President, Paradigm-Gilbert Insurance Services, LLC – Conference Moderator
09:10 – 09:30 AMPanel: Veterans in Media & Entertainment & Operation Snow Leopard Afghanistan
Christopher Aw, Next Gen, CIO, Single Family Office – Moderator
Bonnie Abaunza, Social Impact Producer; Hotel Rwanda, Blood Diamond
Rebecca Murga, Director, Writer, U.S. Army Veteran
Caitlin Bassett, Actress, NBC’s Quantum Leap
Tom DeSanto, Creator, Writer & Producer, X-Men, Transformers
09:30 – 09:50 AMBanking Today – a View from the Trenches
Robert Setrakian, Chairman, Golden State Bank
The perspective of an insider/executive in a bank that has done all the right things to operate it in a safe and sound manner and serve its clients well yet has to be cognizant of what is going on in the industry and be alert on the failure of others and how it could affect his institution. Will also share his views on what the regulators and the Fed need to do to level the playing field between the “TBTF” (too big to fail) and the rest of them, especially on the deposit insurance angle. 
09:50 – 10:00 AMInvesting in Adult Beverage, a Non-Correlated Asset Class That Should be in Everyone’s Portfolio
Brian Rosen, Founder, InvestBev
All investors need non-correlated assets in their portfolio. The alcohol sector has provided a wonderful place for an ALT investment strategy, as liquor has historically gone up since 1933 and been recession proof. The InvestBev family of funds continue to provide out sized returns since inception.
10:00 – 10:40 AMA Proprietary Life Insurance Premium Financing Arrangement Exclusively for Qualifying High Net Worth Families
Joel H. Solomon, Managing Partner, Paradigm-Gilbert Insurance Services, LLC
Mark Silah CPA, Partner, NKSFB LLC
Estate taxation is significant even after implementing sophisticated estate planning techniques. For those clients who both financially and philosophically qualify, $25,000,000 or more of income and estate tax free life insurance can be acquired to pay estate taxes or as an alternate asset class using a small portion of the family’s net worth without paying out of pocket premiums. Although this sounds too good to be true, Mr. Solomon will explain this extraordinary opportunity which his firm alone is authorized to offer to a very select marketplace by several of the oldest and most highly respected life insurance companies.
10:40 – 11:10 AMCoffee Break 
11:10 – 11:25 AMLecture
Zak Williams, Entrepreneur, Investor, Mental Health Advocate
11:25 – 11:45 AMInside St. Jude Children’s Research Hospital 
Sue Harpole, Senior Fellow, Development and Engagement ALSAC, St. Jude
St. Jude Children’s Research Hospital® is leading the way the world understands, treats, and defeats childhood cancer and other life-threatening diseases. Families never receive a bill from St. Jude for treatment, travel, housing, or food – so they can focus on helping their child live. Because of generous donor support, we can provide children cutting-edge treatments not covered by insurance, at no cost to families. Since St. Jude opened in 1962, the hospital has helped push the overall survival rate from 20% to more than 80 and we won’t stop until no child dies from cancer.
11:45 – 11:55 AMEmergence of a New Category in Mainstream Video Games – Fee Based Gameplay for Instant Payouts on all Platforms
Derek Rathbun, Director & COO, is the first and only plug & play solution for the mainstream video game industry that enables game developers and publishers to offer fee-based games modes for instant payouts. Currently, native gameplay within a video game limits players to earning digital rankings and high scores, however there is major market demand for players to play for real stakes. Moxy is the only solution of its kind and will make gameplay for instant payouts as common as online gameplay is today, in a very short amount of time.
11:55 – 12:05 PMThe Modern Family Office
Shaun Eck, Chief Advisory Officer, The Quantus Group
In 2021, John Hancock declared “tax the wealthy” had become the rallying cry of Congress. At the intersection of unique problems and unique solutions, providing families the opportunity to maintain assets on their balance sheet, not the IRS’, has become paramount in helping them fulfill the vision for their wealth. 
12:05 – 12:15 PMTechnology and Life Science
John Dvor, EVP, North America, Pluri Inc.
Pluri is a biotechnology company creating cell-based products for commercial use, pioneering a biotech revolution that promotes global wellbeing and sustainability. The Company’s technology platform, a patented and validated state-of-the-art 3D cell expansion system, advances novel cell-based solutions for a range of initiatives— from medicine and climate change to food scarcity, animal cruelty and beyond. 
12:15 – 12:25 PMSkin Surgery Transformed: The Dawn of a New Era
Dr. Daniela Marino, Co-Founder & CEO, CUTISS
Envision a future where severe skin damage, from burns to cancer, from scars to trauma, transforms from a lifelong battle to a brief challenge. As climate change intensifies and burn accidents and skin diseases escalate, we stand on the brink of a deep tech revolution. We’re ushering in a new era where skin regeneration isn’t just possible—it’s a promise. 
12:25 – 12:35 PMSoundscape Multi-Reality Concert Streaming Technology in VR or 2D Driven by Sonic AI
Scott Keniley, Chief Legal Officer, Soundscape VR
Scott Keniley will introduce the wonders of Soundscape to the audience by demonstrating a video of the music experience then further elaborate on the VR and Sonic AI technologies, market analysis, projections, the founder and the team.  
12:35 – 12:50 PMFireside Chat
Denny Chared, Founder & CEO, DC Finance – Moderator
Tal Kerret, President, Silverstein Properties
12:50 – 01:50 PMLunch
01:50 – 02:10 PMFireside Chat: Doing Good While Doing Well
Rabbi Noah Farkas, President & CEO, The Jewish Federation of Greater Los Angeles – Moderator
Richard Sandler, Executive Vice President and Trustee, The Milken Family Foundation
02:10 – 02:20 PMRethinking Real Estate Investment for Family Offices: Structuring Investments to Maximize Upside with Quality Sponsors & Protect Gains from Taxes
Mark R. Putney, Managing Partner, MNM Partners LLC
Common real estate investment structures struggle to create win-win situations for sponsors and investors alike, with investors either giving up their upside potential or guaranteeing a return that removes sponsor incentives. When both parties are aligned, it is possible to formulate a structure & business plan to maximize gains and minimize tax burden for all parties. MNM Partners has a 17-year track record structuring deals according to this formula in the value-add multifamily & multi-tenant office asset classes, and we will share our outlook on unique strategies Family Offices can leverage to better position their real estate investments with third-party sponsors.
02:20 – 02:55 PMPanel: Antisemitism and Hatred
Arash Farin, CEO, Centerstone Capital – Moderator
Dr. Sharon S. Nazarian, President, Y&S Nazarian Family Foundation
Nancy Spielberg, Award Winning Producer; Businesswoman and Philanthropist
Given the war in Gaza, anti-Semitism has once again risen to top of our collective consciousness, with many instances of violence, threats, or harassment of Jews around the world. Yet, this plague is nothing new, and has existed for centuries. We explore the origins of anti-Semitism, how it has evolved over the years, what has fueled the recent increase, and some possible solutions.
02:55 – 03:20 PMExploring the Power of Impact Investing: Unleashing Positive Change
Bridget Kilroy, Founder & CEO, The Global 51 – Moderator
Manuela Testolini, Founder, In A Perfect World Foundation
Andrew Fielding, Second Gen Family Member & Investor
Philippe Costeau, Author, Speaker, and Social Entrepreneur
Alexandra Peterson, Investor & Advisor
In this thought-provoking panel discussion, we will explore the crucial role that impact investing plays in creating a sustainable and equitable future for wildlife, our planet, and humanity. Our esteemed infulencial panelists will share their insights, strategies, and success stories in leveraging investments to make a meaningful impact.
03:20 – 03:40 PMPanel: Entrepreneurship, Family Business and Next Generations
Denny Chared, Founder & CEO, DC Finance – Moderator
Caspar von Winterfeldt, Family Member, Entrepreneur & Investor
Lauren Selig, Entrepreneur & Executive Producer
Adil Adi, Founder & CEO, WorldLink
03:40 – 04:15 PMThe AI Panel
Mark Minevich, President & Founding Partner, Going Global Ventures; A Digital Cognitive and AI Strategist, a Global Thought Leader, an Investor, and an Artificial Intelligence Expert – Moderator
Dr. Vivienne Ming, Co-Founder & CEO, Socos Labs; Director, OptoCeutics; Chief Scientist, Dionysus; Chair Emeritus, StartOut
Benjamin Z Bronfman, Family Member & Founding Partner, Global Thermostat
Amir Ansari, Co-Founder Telecom Technologies; Board Member, XPRIZE Foundation
Hassan Sawaf, Founder & CEO, aiXplain
James Hodson, CEO & Founder, AI for Good Foundation
Amidst a backdrop of dynamic market conditions influenced by factors like pandemic,inflation, climate change, geopolitical unrest  and rise of ChatGPT, our discussion will span the ethical, human centric, planetary, enterprise facets of AI adoption . From establishing clear objectives to leveraging generative AI for enhanced market analysis, we’ll analyze a strategic approach to AI that can propel the sector forward amidst changing global economic tides. The panel will also unravel the generative AI and  discuss venture capital trends. As generative AI propels a new wave of innovation, the venture capital landscape is evolving to identify and foster unicorn companies. Through a blend of strategic AI deployment and human oversight, venture capital firms are harnessing AI’s potential to drive a new era of investment and entrepreneurial success. We will also try to make sense of the big tech companies and advancements in Generative AI, particularly Large Language Models (LLMs) are pivotal in shaping the AI landscape across various industries.
04:15 – 05:15 PMCocktail Reception